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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (147935)	7/2/2002 9:52:35 PM
From: tejek	Read Replies (1) \| Respond to of 1576892

As for Jim Seymour, while he pats himself on the back for INTC's latest descent, I wonder if he still thinks AMD is a great buy at $20. Tenchusatsu, you have to understand that no one is really bullish on tech stocks at TSC...........and for good reason. Having said that, Seymour is from Austin.......I think that's where he gets his AMD bias. I was surprised today that NVDA went below $16. I had thought the selling would be done with the end of the quarter but it went down again on strong volume today. I don't get it. Either the selling is terribly overdone, or mgmt is not telling the truth about the quarter, or the SEC is going to find something. ted

To: Tenchusatsu who wrote (147935)	7/3/2002 2:36:15 AM
From: AK2004	Read Replies (1) \| Respond to of 1576892

Ten Itanium is an expensive server chip so target market should be large corporations and research, right? In normal environment large corporation are staying away from untested chips and platforms for a couple of years at least. Current environment would virtually preclude transitions to new platforms unless new platforms are far more cost effective. Research might be willing to use itanium but there is not enough money there. You are far more familiar with itanium so I would be interested to know if you think that itanium is more cost-effective than p4 and why? Just mu 2 cents -Albert